JP Morgan Private Wealth Advisors’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IDLV Stock Details IDLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-61,618	Closed	-$1.52M	–	1962
2022 Q3	$1.52M	Buy	61,618 +2	+0%	+$55	﹤0.01%	950
2022 Q2	$1.7M	Hold	61,616	–	–	﹤0.01%	894
2022 Q1	$1.92M	Sell	61,616 -424	-0.7%	-$13.2K	﹤0.01%	916
2021 Q4	$1.98M	Hold	62,040	–	–	﹤0.01%	915
2021 Q3	$1.9M	Buy	62,040 +31,184	+101%	+$988K	﹤0.01%	928
2021 Q2	$954K	Sell	30,856 -30,760	-50%	-$954K	﹤0.01%	1222
2021 Q1	$1.87M	Hold	61,616	–	–	0.01%	797
2020 Q4	$1.85M	Hold	61,616	–	–	0.01%	765
2020 Q3	$1.75M	Hold	61,616	–	–	0.01%	685
2020 Q2	$1.7M	Buy	61,616 +35,260	+134%	+$958K	0.01%	629
2020 Q1	$693K	Hold	26,356	–	–	﹤0.01%	825
2019 Q4	$899K	Hold	26,356	–	–	﹤0.01%	835
2019 Q3	$900K	Hold	26,356	–	–	﹤0.01%	793
2019 Q2	$892K	Hold	26,356	–	–	﹤0.01%	785
2019 Q1	$865K	Hold	26,356	–	–	﹤0.01%	840
2018 Q4	$786K	Buy	+26,356	New	+$817K	﹤0.01%	830

Other funds holding IDLV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IDLV Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q4 2022, closing a stake of 61,618 shares — an estimated $1.52M sold.

JP Morgan Private Wealth Advisors first reported a position in IDLV in Q4 2018 and held it in 16 quarters. The position peaked at $1.98M in Q4 2021. 87 funds tracked by Wall St. Rank hold IDLV as of Q4 2022.

JP Morgan Private Wealth Advisors reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q4 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 61,618 Invesco S&P International Developed Low Volatility ETF shares in Q4 2022, an estimated $1.52M.
JP Morgan Private Wealth Advisors first reported a position in Invesco S&P International Developed Low Volatility ETF in Q4 2018 and held it in 16 quarters.
JP Morgan Private Wealth Advisors's Invesco S&P International Developed Low Volatility ETF position peaked at $1.98M in Q4 2021.
87 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.